AWM
XMMO icon

Accurate Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Accurate Wealth Management’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$3.81K – 1496
2022
Q4 		$3.81K Buy
+50
New +$3.84K ﹤0.01% 1075

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Accurate Wealth Management's XMMO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q1 2023, closing a stake of 50 shares — an estimated $3.81K sold.

Accurate Wealth Management first reported a position in XMMO in Q4 2022 and held it in 1 quarter. The position peaked at $3.81K in Q4 2022. 152 funds tracked by Wall St. Rank hold XMMO as of Q1 2023.

  • Accurate Wealth Management reported no remaining Invesco S&P MidCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 50 Invesco S&P MidCap Momentum ETF shares in Q1 2023, an estimated $3.81K.
  • Accurate Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $3.81K in Q4 2022.
  • 152 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.